Tobias Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.24M | Buy |
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|
2025
Q2 | $3.05M | Sell |
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|
2025
Q1 | $2.9M | Sell |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $3.06M | Sell |
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|
2024
Q2 | $2.83M | Sell |
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|
2024
Q1 | $2.85M | Sell |
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|
2023
Q4 | $2.68M | Sell |
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|
2023
Q3 | $2.49M | Buy |
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|
2023
Q2 | $2.6M | Buy |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.22M | Sell |
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|
2022
Q1 | $2.52M | Sell |
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|
2021
Q4 | $4.09M | Buy |
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|
2021
Q3 | $2.35M | Hold |
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|
2021
Q2 | $2.37M | Buy |
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|
2021
Q1 | $2.23M | Sell |
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|
2020
Q4 | $2.25M | Sell |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $1.97M | Sell |
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|
2020
Q1 | $1.8M | Sell |
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|
2019
Q4 | $2.19M | Buy |
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